Does HubSpot have a "Stay-In-Touch" frequency function

PJMcD — Fri, 03 May 2024 08:49:39 GMT

Looking to create a "Stay-in-touch frequency" functionality that works like this from Nimble CRM - https://youtu.be/9TguEXmfgIU?si=2MAygZj3jLQJXRv1

Any suggestions? I know there are a bunch of existing properties that I can use to build a calculated property, etc. - but I'm wondering if anyone has already conquered this.

Re: Does HubSpot have a "Stay-In-Touch" frequency function

DianaGomez — Fri, 03 May 2024 08:59:22 GMT

Hi @PJMcD,

Thanks for reaching out to the Community!

We may not have a specific "stay in touch" property, but we do maintain a record of the most recent interaction with each contact. This enables us to track when the last message, email, call, etc., was logged regarding that contact. You can utilize this data to establish a workflow that incorporates your preferred actions. For example, if a contact hasn't been contacted in over 20 days, you can schedule an email to bring attention to specific actions.

Hope this helps,

Diana

topic Does HubSpot have a &quot;Stay-In-Touch&quot; frequency function in Sales Hub Tools

Does HubSpot have a "Stay-In-Touch" frequency function

Re: Does HubSpot have a "Stay-In-Touch" frequency function

topic Does HubSpot have a "Stay-In-Touch" frequency function in Sales Hub Tools